Arnold Financial Planning Llc Portfolio Analysis for Q2 2026

Arnold Financial Planning Llc has recently adjusted its investment strategy for Q2 2026, as evidenced by modifications in its top holdings. The firm manages a substantial portfolio valued at $134 million.

The most notable activity involves significant increases in the investor's stake in several SCHWAB STRATEGIC TRUST ETFs:

• AAPL (Technology sector) saw a massive 247% increase, adding $12.8 million worth of shares.
• The position in SCHWAB STRATEGIC TRUST ETF SCHX increased by approximately 5% ($4.0 million added).
• SCHV allocation rose slightly (6%) to $937,000 from its previous level.
• SCHF experienced a modest increase of about 3% in shares.

Conversely, the investor made minor adjustments or reductions with certain holdings:

• The SCHWAB STRATEGIC TRUST ETF SCHO allocation increased by around 6% ($2.5 million added).
• SCHX shares also saw a moderate increase of about 5%.
• DFAC, another Dimensional fund, experienced a slight decrease in holdings (-1.13%), though its impact on the overall portfolio is minimal due to its small size ($890,000).

The investor also initiated new positions or significantly boosted existing ones with:

• FLOT (ISHARES TRUST ETF), adding shares valued at $1.2 million.
• Arnold Financial Planning Llc's position in T (Communication Services sector) increased by a staggering 100%, adding $27,000 worth of shares.
• The investor added a small but notable amount to KRE ($398,000).
• Additionally, the position in IWP was initiated or significantly increased by 100%.

In contrast, there were no disclosed large-scale exits during this quarter. The investor maintained its positions in SCHZ and SCHE without significant changes to their share counts from Q1.

Overall portfolio diversification remains a key characteristic, with the bulk of assets ($92.65%) allocated across unspecified or broad categories primarily within SCHWAB STRATEGIC TRUST ETFs. Technology represents approximately 4.67% allocation, while Consumer Cyclical and Communication Services show smaller but noteworthy increases.

For further details on Arnold Financial Planning Llc's portfolio holdings as of June 30th, 2026, please visit their profile. You can explore specific stock positions like AAPL, or the investor's overall strategy on Insiderset.